MiB: Matt Benkendorf, Vontobel Quality Growth
This week, we speak with Matthew Benkendorf, CIO of Vontobel’s Quality Growth boutique, managing about $35 billion. (Note he replaced...
10 Weekend Reads
The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat in the warm sunshine, and get ready for our longer form...
Succinct Summations of Week’s Events 1.10.20
Succinct Summations for the week ending January 10th, 2020 Positives: 1. US eliminates Iranian General behind numerous terrorist attacks;...
US Households: Half Spend More Than They Earn
Source: Torsten Sløk, Deutsche Bank Securities Today’s Employment Situation report — up 145k jobs (mostly...
10 Friday AM Reads
My end of week morning train reads: • Index funds break through $10T-in-assets amid active exodus (Financial Times) but see The Hidden...
1948 Talbot Lago T26 Record Cabriolet d’Usine
Automobiles Talbot is based in Suresnes, Hauts de Seine, outside Paris. After WW2, the resumed the manufacture of “pleasure” cars,...
Learning from a Bad Trade
A Bad Bear Stearns Trade Can Teach Investors a Lot It doesn’t have to take a decade to learn some valuable lessons. Bloomberg, January...
10 Thursday AM Reads
My morning train reads: • Point, Click, Own: Firms Transform How to Buy Investment Homes (Wall Street Journal) • The Case of Private...
Reasons to Sell Stocks
Source: Irrelevant Investor From Michael Batnick: “The fact that bad news travels ten times faster than good...
MiB: Best of 2019
I get a lot of the same questions about the pod: “I just discovered MiB — I want to hear more, where should I start?”...